HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

Link copied to clipboard!

HDFC Flexi Cap Fund - Growth Plan

Invest Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹91041 Cr	₹23168 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	42.17%	55%
Expense Ratio	1.42	1.67
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01608	INF200K01222
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	0.09%	-0.04%
6 Month	6.52%	5.62%
1 Year	13.09%	7.23%
3 Year	21.82%	13.64%
5 Year	26.32%	16.07%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	3.12%	2.49%
1 Year	15.97%	11.21%
3 Year	20.38%	11.9%
5 Year	21.8%	12.33%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	19.61%	12.19%
3 Year	18.48%	12.85%
5 Year	16.58%	13.23%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	10.59%	10.98%
Sharp	1.34%	0.63%
Beta	0.78%	0.82%
Alpha	6.79%	-1.66%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	12.84	11.67
Large Cap	74.59	63.36
Small Cap	9.35	11.69
Mid Cap	3.23	13.27

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	10.26	4.33
Technology	5.21	6.11
Consumer Cyclical	15.78	12.5
Industrials	5.09	12.37
Basic Materials	5.93	13.72
Financial Services	39.51	37.38
Healthcare	8.26	1.9
Real Estate	2.58	-
Energy	1.41	5.09
Communication Services	2.63	5.6
Utilities	2.42	0
Consumer Defensive	0.9	1

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns7.31%

VS

LIC MF GILT FUND-Growth

3Y Returns5.84%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns26.71%

VS

Quant Infrastructure Fund - Growth Option

3Y Returns17.4%

Compare Now

Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

3Y Returns13.24%

VS

ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns14.2%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns7.13%

VS

Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.95%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully